Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Athaporn served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 22 years, of which 19 were in research and 9 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006.

Apart from IPO Radar, which focuses on future listings, MCorp Review also performs financial advisory services for TKC Services and provides 11 other on-going thematic series ranked by frequency in descending order, namely:

1) Snippets (news-driven);
2) Sathorn Series (financial services);
3) Silicon Stories (technology); 
4) Thai-Coons (billionaire origin series);
5) Reality Check (data-driven, investigative);
6) Thai Media Spotlight;
7) Political Pit Stop; 
8) Telecom Review; 
9) Thai Macro Watch (read-through from foreign events);  
10) Small Cap Diary; and
11) Property Grid

There are also 3 limited-time series driven by specific events or locations, namely:
1) Thai Corona Crisis;
2) South Series; and
3) Mechanics and Details (deal forensics).

Thai Macro Watch (April'18): China's Retaliation

Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?

TWPC: Our Foray into Noodles Vs Soft Commodities

Discover Singapore: Banyan Tree (BTH SP) Luxury Hotel Group Catching Attention of Industry Giants

Equity Bottom-Up

<p><strong>One of our last company visits in September was the Lam Soon Group</strong>. These guys are basically a holding company for a number of soft commodities products. Originally based in Singapore, the Thai unit has become independent and is all run by locals. A listed subsidiary they have is UPOIC (United Palm Oil), and the non-listed consumer brand UFC (United Foods) is fairly famous not only for drinks products but also snacks. It’s one of the major local brands along with Amphol Foods and Surapol Foods…</p>

One of our last company visits in September was the Lam Soon Group. These guys are basically a holding company for a number of soft commodities products. Originally based in Singapore, the Thai unit has become independent and is all run by locals. A listed subsidiary they have is UPOIC (United Palm Oil), and the non-listed consumer brand UFC (United Foods) is fairly famous not only for drinks products but also snacks. It’s one of the major local brands along with Amphol Foods and Surapol Foods…

Lam Soon Group: Not So Sunny Under This Palm Tree

Lam Soon (Thailand)

Lam Soon Group: Not So Sunny Under This Palm Tree